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JPMorgan Diversified Return US Small Cap Equity ETF

74 hedge funds and large institutions have $271M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 40 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

135% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 17

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

20% more capital invested

Capital invested by funds: $226M → $271M (+$45.3M)

7% more funds holding

Funds holding: 6974 (+5)

0.4% less ownership

Funds ownership: 77.85%77.44% (-0.4%)

Holders
74
Holders Change
+5
Holders Change %
+7.25%
% of All Funds
1.18%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
8
Increased
40
Reduced
17
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BBL
26
Beck Bode LLC
Massachusetts
$1.5M -$147K -3,601 -9%
RJA
27
Raymond James & Associates
Florida
$1.26M +$761K +18,660 +145%
SI
28
Stephens Inc
Arkansas
$999K +$422K +10,350 +70%
FCM
29
Family Capital Management
Michigan
$966K -$309K -7,584 -24%
Jane Street
30
Jane Street
New York
$960K +$981K +24,077 New
NA
31
NewEdge Advisors
Louisiana
$922K +$28.4K +697 +3%
GCM
32
Gallacher Capital Management
Colorado
$851K -$46K -1,129 -5%
Goldman Sachs
33
Goldman Sachs
New York
$820K +$308K +7,568 +58%
AWS
34
Atria Wealth Solutions
New York
$815K +$279K +6,855 +50%
LA
35
LexAurum Advisors
Kansas
$803K +$5.22K +128 +0.6%
TFS
36
Thoroughbred Financial Services
Tennessee
$614K +$27.6K +676 +5%
IFA
37
Interactive Financial Advisors
Illinois
$570K +$47.8K +1,172 +9%
HighTower Advisors
38
HighTower Advisors
Illinois
$551K -$367 -9 -0.1%
RFN
39
Redwood Financial Network
Ohio
$547K +$192K +4,715 +52%
HIF
40
Hill Island Financial
Michigan
$543K +$856 +21 +0.1%
GM
41
GeoWealth Management
Illinois
$524K +$16K +392 +3%
PCS
42
Personal CFO Solutions
New Jersey
$524K +$111K +2,730 +26%
RA
43
RFG Advisory
Alabama
$508K
MML Investors Services
44
MML Investors Services
Massachusetts
$487K -$147K -3,600 -23%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$476K -$591K -14,490 -55%
PA
46
Pinnacle Associates
New York
$460K
PWMAG
47
Pinnacle Wealth Management Advisory Group
New Jersey
$460K
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$440K +$137K +3,366 +44%
IFG
49
Independent Financial Group
California
$438K
LNC
50
Lincoln National Corp
Pennsylvania
$383K +$159K +3,900 +68%

JPSE Hedge Fund Activity: Q1 2023 in Review

74 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) for Q1 2023, worth a combined $271M — up 20% from $226M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new JPSE positions and 2 closed out — a net gain of 6 holders — while 40 added to existing stakes and 17 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $17.6M. The largest seller was Goldstein Advisors, cutting an estimated $6.1M.

  • 74 institutional investors held JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) as of Q1 2023, up from 69 in Q4 2022.
  • Funds reported $271M of JPMorgan Diversified Return US Small Cap Equity ETF stock for Q1 2023, up 20% quarter-over-quarter.
  • 8 funds opened new JPMorgan Diversified Return US Small Cap Equity ETF positions in Q1 2023 and 2 closed out, a net change of +6 holders.
  • The largest JPMorgan Diversified Return US Small Cap Equity ETF buyer in Q1 2023 was Raymond James Financial Services Advisors, an estimated $17.6M added.
  • The largest JPMorgan Diversified Return US Small Cap Equity ETF seller in Q1 2023 was Goldstein Advisors, an estimated $6.1M sold.

Based on aggregated 13F filings for Q1 2023.